Directory of Traders to Trump and Putin talks in Alaska of Shares for Commodities

Traders are studying how to handle different expected geopolitical possibilities for the meeting today between Donald Trump and Vladimir Putin, looking for any indicators that can reveal how the result of the meeting will affect the future direction of the markets. Before the start of the talks, investors flowed on assets that could benefit from the ceasefire in Ukraine or the reduction of the sanctions against Russia, as Ukrainian government bonds rose, along with shares of businesses that could benefit from the reconstruction of Ukraine, and European banks that still judge the presence of them. The meeting also added more momentum to the broader wave of European shares, which was already one of the best achievement, while financial expenses in Germany were supported for economic growth prospects in the region. Also read: Before the Trump and Putin meeting … 6 stations reveal the dramatic transformation in the relationship of the two leaders, Christopher Granville, the administrative director of the TS Lombard Research Company, said: “Whatever the stated result represents the meeting of Alaska, the decisive beginning of the final phase of the Ukraine.” He added: “Regardless of the short -term impact on the markets, any calm will improve the foundations on which investment in Europe is based.” Below is a look at the different categories of assets and how it is likely to be influenced by any possible settlement: the shares have done better than the shares in Central and Eastern Europe over most of their global counterparts, with the improvement of the economic prospects for the region thanks to the hope of establishing the war in Ukraine. Standard indicators in Slovenia, Hungary, Poland and the Czech Republic are one of the top -10 performance indicators from 92 indicators that “Bloomberg” follows. In Western Europe, investors focus on sectors such as infrastructure and conflict exposure companies. The stock index set up by the “UPS” group which includes businesses that can benefit from the reconstruction of Ukraine, such as “Schneider Electric” and “Siemens Energy”, increased by 32% this year. You may also be interested in: Trump and Putin’s goals differ on the Alaska Summit. The markets also saw that a slight shift from the shares of the defense sector, which has risen by more than 70% this year with the investment of Europe, led by Germany, billions of euros to strengthen itself. The defense business index dropped to 6% of its peak registered in July, as the Alaska summit approaches. However, Granville of TS Lombard believes that a possible ceasefire can also support the origin of the European defense sector, as the block will then have to increase military spending to prevent any additional Russian aggression. On the other hand, Rajev de Milo, CEO of Investment at Gama Asset Management, said that Indian and rural stocks could earn profits if any indications that Trump will cancel secondary customs duties on Russia’s commercial partners. The bonds and currencies said Stephen Barrow, head of the ten -group currency strategy in Standard Bank, said the achievement of a concrete breakthrough in Alaska could push the euro to levels that have not yet seen before the Russian invasion of 2022. Baru continued: ‘If any feeling prevails in the possibility of reaching a real peace agreement, or even fighting a temporary stop on the face, we can see a fall in the dollar especially. Positive results of discussions will improve effects and currencies from countries such as Poland and Hungary. In the ceasefire, a reduced impact on energy prices will have, and it will probably not be lifted from Russian LNG projects soon. Havens. Although extremist results are not likely, the prevailing contrast in expectations means that the markets will interact, no matter what will happen, ‘Bloomberg analysts say.